Brohl Financial LLC
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 339352
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Brohl Financial LLC operates as a limited liability company, focusing on financial planning and portfolio management services primarily for individuals and small businesses. The firm engages in the selection of other advisers, providing a comprehensive approach to wealth management. While it does not actively pursue ESG investments, Brohl Financial emphasizes personalized financial strategies tailored to the unique needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Steven Brohl
OwnerCRD 8188516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 3960 Broadmoor Ave Se
- Time zone
- ET (UTC-5)
- Office locations
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